Alex

I break down high-tech companies to help you invest in the best growth stocks | Former @MITLL rocket scientist turned full-time investor | $7M AUM (and growing)

[Alex @TickerSymbolYOU]

$NVDA's Q3 earnings prove that they are now UNSTOPPABLE:

• Overall revenue: $18.1 Billion, up 206% y/y
• Datacenter revenue: $14.5 Billion, up 279% y/y
• Earnings per share: $4.02, up 593% y/y 🤯
• $NVDA's P/E now lower than $TSLA or $PLTR

And their run has just begun:

[Alex @TickerSymbolYOU]

Currently working on my video covering the SpaceX IPO. It'll be a big one.

[Alex @TickerSymbolYOU]

Day 2: Aialik Glacier

[Alex @TickerSymbolYOU]

Taking a week off and road tripping around Alaska. Don’t forget to invest in YOU.

[Alex @TickerSymbolYOU]

$NVDA made me rich. This is even bigger:

[Alex @TickerSymbolYOU]

$NVDA @NVIDIADC just shipped the biggest jump in AI yet.

I sat down with @nvidia Vice President of DGX Systems and he had a few surprising things to say.

Don't say I didn't warn you:

[Alex @TickerSymbolYOU]

I WAS WRONG. This is a HISTORIC buying opportunity:

[Alex @TickerSymbolYOU]

Great post. Minor flag:

12,000 GPUs in an NVL72 configuration = ~167 racks. Each Vera CPU rack delivers 22,528 cores / 45,056 threads. 400,000 cores ÷ 22,528 = ~18 Vera CPU racks alongside 167 GPU racks — roughly a 9:1 GPU rack to CPU rack ratio

In chip terms: 400,000 CPU cores ÷ 88 cores per Vera CPU chip = ~4,545 Vera CPU chips alongside 12,000 GPUs — roughly a 2.6:1 GPU chip to CPU chip ratio

That 33-to-1 ratio only looks so skewed toward CPUs because of mismatched units on Jensen's part.

[Alex @TickerSymbolYOU]

Holy cow, MASSIVE if true:

[Alexander Whedon @alex_whedon]

Introducing SubQ - a major breakthrough in LLM intelligence.

It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA),

And the first frontier model with a 12 million token context window which is:

- 52x faster than FlashAttention at 1MM tokens
- Less than 5% the cost of Opus

Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention).

Only a small fraction actually matter.

@subquadratic finds and focuses only on the ones that do.

That's nearly 1,000x less compute and a new way for LLMs to scale.

[Alex @TickerSymbolYOU]

@BigLehmanski 🙏🍻

[Alex @TickerSymbolYOU]

YOU make the long nights and weekends spent researching, writing, and editing worth it.

Thank you for spending some of your precious time with me each week! 🍻

[Alex @TickerSymbolYOU]

@alexkoh Thanks Alex! 🍻

[Alex @TickerSymbolYOU]

I'm buying every single share I can:

[Alex @TickerSymbolYOU]

@jessa_91 @NVIDIADC Just normal price action. Not worried.

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

💡 Building and scaling AI requires infrastructure that generates more revenue per watt and drives the lowest token cost.

NVIDIA Vera Rubin + LPX unlocks up to a 10x annual revenue opportunity from the same gigawatt-scale data center.

More tokens per watt. Higher value tokens = more intelligence + more interactivity.

[Alex @TickerSymbolYOU]

I got rich off $NVDA. This is even bigger:

[Alex @TickerSymbolYOU]

@JamieMcullough @Tesla_Tizzler Betting against history is exactly how you win big.

[Alex @TickerSymbolYOU]

Don’t say I didn’t warn you months ago 😏

[Trade Whisperer @TradexWhisperer]

$MU Holy Shit

Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).

Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided.

Same output. Four times cheaper. You do the math.

[Alex @TickerSymbolYOU]

@Tesla_Tizzler Confidently incorrect

[Alex @TickerSymbolYOU]

@stpitts @nvidia It was great meeting you @stpitts! Thanks for taking the time and looking forward to chatting again in the future.

The Groq 3 LPU genuinely blew my mind!

[Alex @TickerSymbolYOU]

Wall Street has NO IDEA what $NVDA's about to ship

Here's an exclusive look at @nvidia's mind-blowing Vera Rubin systems and the new Groq 3 LPU chips

Don't say I didn't warn you: